Estes Financial Services, Inc.

estesfinancial.net

Estes Financial Services Inc. is a Registered Investment Advisor firm serving clients retirement planning and wealth management needs. Estes Financial offers fee-based investment advisory services for client accounts, including high net worth individuals, company retirement plans and trusts. Not only does Estes Financial provide their clients with an investment program based on Nobel Prize winning economics using a broadly diversified asset allocation approach but they also work with you to develop an individualized asset allocation strategy that balances your return objectives with your tolerance for investment risk.

C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us

Events

Related News

PAYMENTS

GLOBAL PAYMENTS AGREES TO ACQUIRE MINERALTREE, A LEADER IN BUSINESS-TO-BUSINESS (B2B) SOFTWARE-LED PAYMENTS

Global Payments | September 09, 2021

news image

Global Payments Inc., a leading worldwide provider of payment technology and software solutions, today announced an agreement to purchase MineralTree, a leading provider of accounts payable automation and business-to-business (B2B) payments solutions, from an investor group led by Great Hill Partners, .406 Ventures and Eight Roads Ventures. MineralTree’s software-as-a-service (SAAS) offerings automate key procurement processes, including invoice capture, coding and approval, and enable vir...

Read More

INVESTMENTS

PROMETHEUS UNVEILS A NEW SOCIAL MARKETPLACE

Prometheus | June 15, 2022

news image

Prometheus Alternative Investments, Inc., a premier fintech social marketplace and investment opportunities provider, has announced the launch of a new digital fund marketplace and social network focused on alternative investment funds. Based in Los Angeles, California, Prometheus was founded by hedge fund professionals. As a platform, it enables investors of all kinds to connect with well-known investment professionals through a built-in social network. The platform is democratiz...

Read More

CORE BANKING, FINTECH

TD BANK BUSINESS CUSTOMERS CAN NOW PAY THEIR EMPLOYEES IN REAL TIME

TD Bank and DailyPay | September 14, 2022

news image

TD Bank, America's Most Convenient Bank®, announced today the launch of a collaboration with DailyPay, a leading fintech with an innovative on-demand pay solution. This capability enables clients to give employees real-time access to earned pay prior to a scheduled payday. "Many employees wait two weeks, or even a month, for payday to come around, With current pressure from inflation and other issues, this lack of access to earned wages can put workers i...

Read More

JPMORGAN CHASE DECLARES PREFERRED STOCK DIVIDENDS

JPMorgan Chase & Co | July 15, 2020

news image

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.2 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world's most prominent corporate, institution...

Read More
news image

PAYMENTS

GLOBAL PAYMENTS AGREES TO ACQUIRE MINERALTREE, A LEADER IN BUSINESS-TO-BUSINESS (B2B) SOFTWARE-LED PAYMENTS

Global Payments | September 09, 2021

Global Payments Inc., a leading worldwide provider of payment technology and software solutions, today announced an agreement to purchase MineralTree, a leading provider of accounts payable automation and business-to-business (B2B) payments solutions, from an investor group led by Great Hill Partners, .406 Ventures and Eight Roads Ventures. MineralTree’s software-as-a-service (SAAS) offerings automate key procurement processes, including invoice capture, coding and approval, and enable vir...

Read More
news image

INVESTMENTS

PROMETHEUS UNVEILS A NEW SOCIAL MARKETPLACE

Prometheus | June 15, 2022

Prometheus Alternative Investments, Inc., a premier fintech social marketplace and investment opportunities provider, has announced the launch of a new digital fund marketplace and social network focused on alternative investment funds. Based in Los Angeles, California, Prometheus was founded by hedge fund professionals. As a platform, it enables investors of all kinds to connect with well-known investment professionals through a built-in social network. The platform is democratiz...

Read More
news image

CORE BANKING, FINTECH

TD BANK BUSINESS CUSTOMERS CAN NOW PAY THEIR EMPLOYEES IN REAL TIME

TD Bank and DailyPay | September 14, 2022

TD Bank, America's Most Convenient Bank®, announced today the launch of a collaboration with DailyPay, a leading fintech with an innovative on-demand pay solution. This capability enables clients to give employees real-time access to earned pay prior to a scheduled payday. "Many employees wait two weeks, or even a month, for payday to come around, With current pressure from inflation and other issues, this lack of access to earned wages can put workers i...

Read More
news image

JPMORGAN CHASE DECLARES PREFERRED STOCK DIVIDENDS

JPMorgan Chase & Co | July 15, 2020

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.2 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world's most prominent corporate, institution...

Read More

Resources

Events

C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us